## **Trustees’ Annual Report for the period**
**From** 01/04/2021
## **To** 31/04/2022
**Charity name:** The Dai Rees Foundation
## **Charity registration number:** 1163215 **Objectives and Activities**
||SORP
reference||
|---|---|---|
|Summary of the purposes of
the charity as set out in its
governing document|Para 1.17|•
Preserve and protect health through the
provision of services, training and education.
•
Support the protection of health of the public
through the donation of medical equipment,
grants,funding.|
|Summary of the main
activities in relation to those
purposes for the public
benefit, in particular, the
activities, projects or
services identified in the
accounts.|Para 1.17 and
1.19|•
Public health awareness & medical education.
•
Emergency First Aid Courses (Basic,
Intermediate, Advanced).
•
Major incident and Mass casualty training and
education.
•
Remote medicine education.
•
Donation of serviceable medical equipment.|
|Statement confirming
whether the trustees have
had regard to the guidance
issued by the Charity
Commission on public
benefit|Para 1.18||
**Additional information (optional)** You may choose to include further statements where relevant about:
||SORP
reference||
|---|---|---|
|Policy on grant making|Para 1.38|The DRF currently operate a grantmaking scheme to
support other projects who’s objectives fall in line
with that of our own. The DRF is accepting of letters
of interest from groups or individuals with front-line
medical expertise that carry out training and
education in developing countries that lie within the
scope of the charities operations.
Those invited to apply will need to provide a costed
proposal to be considered by the DRF Board of
Trustees. Initially grants of up to £5000 will be made
available to successful applications.|
|||Consideration will also be made for equipment and
other charity assets to be made available for
successful applications.
Grant awardees will be subject to reporting and
marketing requirements stipulated by the DRF Board
upon issuance of the grant.|
|---|---|---|
|Policy on social investment
including program related
investment|Para 1.38|**N/A**|
|Contribution made by
volunteers|Para 1.38|Volunteers will fund their own international travel as
a single contribution to the Charity. These
contributions may be subsidised but will be on a
case-by-case basis|
|Other||**N/A**|
## **Achievements and Performance**
||SORP
reference||
|---|---|---|
|Summary of the main
achievements of the charity,
identifying the difference the
charity’s work has made to
the circumstances of its
beneficiaries and any wider
benefits to society as a
whole.|Para 1.20|Unfortunately due to the COVID-19 pandemic
the majority of our operations, which involve
foreign travel have been halted between April
2020 – March 2022 As a result we have not
been able to achieve the same level of support
to remote communities.
We are hoping that now travel restrictions are
slowly being lifted we can start to reinstate our
projects in south east Asia and promote our
grant-making scheme|
**Additional information (optional)** You may choose to include further statements where relevant about:
|Achievements against|Para 1.41|**N/A**|
|---|---|---|
|objectives set|||
|Performance of fundraising
activities against objectives
set|Para 1.41|**N/A**|
|---|---|---|
|Investment performance
against objectives|Para 1.41|**N/A**|
|Other|||
## **Financial Review**
|Review of the charity’s
financial position at the end
of the period|Para 1.21|**N/A**|
|---|---|---|
|Statement explaining the
policy for holding reserves
stating why they are held|Para 1.22|**N/A**|
|Amount of reserves held|Para 1.22|£18,455|
|Reasons for holding zero
reserves|Para 1.22|**N/A**|
|Details of fund materially in
deficit|Para 1.24|**N/A**|
|Explanation of any
uncertainties about the
charity continuing as a going
concern|Para 1.23|**N/A**|
|**Additional information (optional)**
You may choose to include further statements where relevant about:|**Additional information (optional)**
You may choose to include further statements where relevant about:|**Additional information (optional)**
You may choose to include further statements where relevant about:|
|---|---|---|
|The charity’s principal
sources of funds (including
any fundraising)|Para 1.47|The Charities principal source of funds is through,
private donation, public fundraising and fundraising
events.
The funds raised for the DRF are used to facilitate the
ongoing outputs for all projects under the charity. This
support includes, but is not limited to, logistics, travel,
food and accommodation for operational staff that
volunteer on trips. Expenditure also goes on
additional medical equipment that has been
specifically requested by recipients.
Further funding is also provided to build a governance
framework that allows our trainers to build a robust
and tailored training program for each location we
visit, based on their local healthcare requirements.
The DRF also envisages that funding will be required
to become and internationally accredited training
centre.|
|Investment policy and
objectives including any
social investment policy
adopted|Para 1.46|**N/A**|
|A description of the principal
risks facing the charity|Para 1.46|In the wake of the COVID-19 pandemic we have seen
the amount of public fundraising and fundraising
events for our projects reduce drastically. There is a
risk that this could continue beyond 2022.|
|Other||**N/A**|
|**Additional information (optional)**
You may choose to include further statements where relevant about:|**Additional information (optional)**
You may choose to include further statements where relevant about:|**Additional information (optional)**
You may choose to include further statements where relevant about:|
|---|---|---|
|The charity’s principal
sources of funds (including
any fundraising)|Para 1.47|The Charities principal source of funds is through,
private donation, public fundraising and fundraising
events.
The funds raised for the DRF are used to facilitate the
ongoing outputs for all projects under the charity. This
support includes, but is not limited to, logistics, travel,
food and accommodation for operational staff that
volunteer on trips. Expenditure also goes on
additional medical equipment that has been
specifically requested by recipients.
Further funding is also provided to build a governance
framework that allows our trainers to build a robust
and tailored training program for each location we
visit, based on their local healthcare requirements.
The DRF also envisages that funding will be required
to become and internationally accredited training
centre.|
|Investment policy and
objectives including any
social investment policy
adopted|Para 1.46|**N/A**|
|A description of the principal
risks facing the charity|Para 1.46|In the wake of the COVID-19 pandemic we have seen
the amount of public fundraising and fundraising
events for our projects reduce drastically. There is a
risk that this could continue beyond 2022.|
|Other||**N/A**|
## **Structure, Governance and Management**
|Description of charity’s
trusts:|||
|---|---|---|
|Type of governing document
(trust deed, royal charter)|Para 1.25|**Constitution**|
|How is the charity
constituted?
(e.g unincorporated
association, CIO)|Para 1.25|**Foundation**|
|Trustee selection methods
including details of any
constitutional provisions e.g.
election to post or name of
any person or body entitled
to appoint one or more
trustees|Para 1.25|**Appointed**|
## **Additional information (optional)**
You may choose to include further statements where relevant about:
||||
|---|---|---|
|Policies and procedures
adopted for the induction
and training of trustees|Para 1.51|**N/A**|
|The charity’s organisational
structure and any wider
network with which the
charity works|Para 1.51|**N/A**|
|Relationship with any
related parties|Para 1.51|**N/A**|
|Other||**N/A**|
## **Reference and Administrative details**
|Charity name|The Dai Rees Doundation|
|---|---|
|Other name the charity uses|The DRF|
|Registered charitynumber|1163215|
|Charity’s principal address|13 Sea View Road,
Upton,
Poole,
Dorset,
BH16 5NF|
|||
## **Names of the charity trustees who manage the charity**
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20|**Trustee name**|**Office (if any)**|**Dates acted if not for whole**
**year**|**Name of person (or body) entitled**
**to appoint trustee (if any)**|
|---|---|---|---|---|
||Mr. Richard Rees||2015 - 2021||
||Mr. Owain Williams||2015 - 2021||
||Dr. Amit Patel||2015 - 2021||
||Mr. PhillipBallett||2015 - 2021||
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## – Corporate trustees names of the directors at the date the report was approved
**Director name**
Name of trustees holding title to property belonging to the charity
**Trustee name Dates acted if not for whole year**
## **Funds held as custodian trustees on behalf of others**
|Description of the assets
held in this capacity|N/A|
|---|---|
|Name and objects of the
charity on whose behalf the
assets are held and how this
falls within the custodian
charity’s objects|N/A|
|Details of arrangements for
safe custody and
segregation of such assets
from the charity’s own
assets|N/A|
## **Additional information (optional)**
## **Names and addresses of advisers (Optional information)**
|**Names and addresses of advisers (Optional information)**|**Names and addresses of advisers (Optional information)**|**Names and addresses of advisers (Optional information)**|
|---|---|---|
|**Type of**
**adviser**
**Name**
**Address**|||
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|**Name of chief executive or names of senior staff members (Optional information)**|||
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## **Exemptions from disclosure**
Reason for non-disclosure of key personnel details
## **Other optional information**
## **Declarations**
**The trustees declare that they have approved the trustees’ report above.**
|**Signed** **on behalf of the charity’s trustees**|**Signed** **on behalf of the charity’s trustees**|||
|---|---|---|---|
|**Signature(s)**||||
|**Full name(s)**|Philip Ballett|Director||
|**Position (eg Secretary,**|Trustee|||
|**Chair, etc)**||||
|||||
|**Date**|28/02/2023|||
**Signed on behalf of the charity’s trustees**